Concept of extensibility

The concept of Extensibility refers to the ability to change and extend the features of the different PRIMAVERA ERP modules and applications, adapting them to the specific needs of each client, business or particular implementation

User Fields and Tables

The structure of the database associated with each company registered in the PRIMAVERA system can be adapted through the creation of new fields in system tables (CDU - User Fields) or by creating new tables (TDU - User Tables) to store additional data.

User Tabs and Forms

In addition to adapting the behavior of applications and the data structure (CDU and TDU), the PRIMAVERA ERP also provides the possibility of changing the interface of applications by creating new tabs in standard forms (SDU - User Separators) or forms developed from scratch (FDU - User Forms) and integrating them into applications.

User Functions

A User Function (XDU) corresponds to the definition of an action - among the different types of actions available (sending messages, exporting reports, executing specific code, etc.) - that can interact with the user (by requesting parameters and displaying results) and with the system to automate a given task.

User Processes

User Processes (PDUs) allow you to define graphical workflows (sequences of related user functions) that enable the automation of repetitive processes (e.g. automatic orders or processing of premiums) and their integration into the ERP to implement specific needs of each implementation.

User Menus

User Menus allow the application's menus to be extended and integrate new options that perform a particular User Function (for example, to open an external application or start a particular operation in the background).

Lists

One of the most important components in the implementation of an integrated management solution is the tool for exploring the data managed by the system and its suitability/adaptation to the needs of each user. Among other operations, lists allow you to:

• Define the fields of each table that must be presented for each list;
• Establish automatic relationships between the different tables of each category (example: customers and salespeople);
• Define filters and conditions to restrict the results and adapt them to the needs of each user;
• Define several options to configure and display lists;
• Create dynamic and parameterized lists that display different data according to the conditions selected by the user when they are executed.

User Reports

All (printed) reports provided by PRIMAVERA applications use Crystal Reports.

This tool - a clear international standard for this function - allows you to adapt the different application reports (or create new reports) according to the business rules of each implementation.

Ribbon

You can customize the Ribbon in order to add tabs, groups and buttons with actions defined by code that can run any operation desired by the user. This is an alternative mechanism to user menus that allows you to combine all actions associated with a third party application into a single place.

Panels

This type of panel allows you to display fully customized contents related to any context in which the user is working

Related Information Panels

These panels can be associated with a particular 'F4' category of information from specific screens that can display any content and that are automatically executed whenever that category of information is filled in. For example, it is possible to register a panel associated with the customer category to display overdue debt, but which is only visible when you are in the context of the sales editor.